Uncomplicated, sustainable and inexpensive.

Everyone is talking about digitization. Become closer to the customer with Kapsys and Salesforce integration.

What is Salesforce?

Salesforce is the largest CRM provider in the world and has been in the industry for over 20 years. Customers include globally active corporations as well as medium-sized companies and start-ups.

Automate workflows
Office work becomes qualitatively and quantitatively measurable
Facilitate internal and external communication
Work cloud-based, without additional hardware or software
Free updates and excellent support

What is a CRM system?

CRM stands for Customer Relationship Management, i.e. the organization of customer relationships. Or simply: customer care . Every company, no matter how big, already does some customer care in some way. Because every phone call, every email and every consultation influences the relationship between you and your customers.

With a CRM system, you can store and manage important customer information centrally, so that all your employees have access to the collective knowledge of your customers. You can also automate work processes, for example creating and sending a newsletter. To put it simply: With a CRM system you digitize your customer care.

Why do minimal-sized companies need CRM system?

Digitization offers huge growth potential, especially for medium-sized companies. Intensify customer contact. Accelerate internal communication. Make work processes comprehensible for all employees.

With the Salesforce CRM system you can organize your customer relationship across your entire company. The platform combines sales, customer service, marketing, IT and all types of internal communication. Since all data is stored in a structured manner, Salesforce also allows you to evaluate your customers, their purchasing behavior, and your campaigns’ success.

How does Kapsys could help your business?

Kapsys has gone through all phases of digitization as a medium-sized company and knows exactly what is important in a CRM system: ease of use, fast support from the provider, and an immaculate price-performance ratio.

You don’t have to worry about adapting Salesforce to your company, setting up the most important functions or training your employees. All of this, and much more, is included in the Kapsys Salesforce Integration program.

And everything is absolutely efficient, fully automated and data-driven.

Your way to the Salesforce Integration

Build and adjust software solutions tailored to your business objectives and processes.

1

Inventory

First, we get to know you and take a close look at your company. It shows what is important to you. And together we work out the first draft of your CRM system in a detailed workshop.

2

Setting up your CRM system

Then your personal CRM system will be put together. Kapsys Salesforce experts configure the user interface according to your requirements, migrate existing customer data and integrate your email system.

3

Handover

Finally, we will hand over a fully functional CRM system to you. Including comprehensive training in which we explain the basic functions and discuss specific case studies.

Value you’ll get with Kapsys Salesforce integration

Analysis Workshop

Together with Salesforce experts, you will analyze your current situation. Based on this knowledge, we will adapt your individual CRM system later.

Basic Configuration

We configure the user interface for you and adapt it to your needs. Our professionals install all the necessary applications for you.

Sales Automation

We create the areas of leads, accounts, contacts, opportunities and activities according to your specifications: from the layout to the automated output of evaluations.

Data Migration

At Kapsys Salesforce Integration we migrate your already collected customer data directly into your CRM system. For this we only need the data as an Excel or CSV file.

Connect for Microsoft Outlook / Google Gmail

Of course, we also integrate your e-mail software into the CRM system and configure the connection so that the usual functionality is retained.

Salesforce Sales and Marketing Training

In a workshop we explain the functions of your new CRM system. We discuss examples that are suitable for your company and cater to your special requirements.